CALL FOR PROPOSALS EACEA 04/2017 Erasmus+ Programme KA … · i) quality assurance, including...
Transcript of CALL FOR PROPOSALS EACEA 04/2017 Erasmus+ Programme KA … · i) quality assurance, including...
CALL FOR PROPOSALS– EACEA 04/2017
Erasmus+ Programme
KA 2 – Cooperation for Innovation and Exchange of Good Practices
Sector Skills Alliances
APPLICANTS' GUIDELINES
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1. INTRODUCTION – BACKGROUND
This call for proposals is based on the Regulation (EU) 1288 /2013 establishing Erasmus+,
the Union programme for education, training, youth and sport for the period 2014 to 2020.
On the basis of the Regulation, and in particular Key Action 2 "Cooperation for Innovation
and Exchange of Good Practices" (as referred to in Article 6 (1) (b) and further set forth in
Article 8 (1) (b)), the European Commission (‘the Commission’) in cooperation with the
Education, Audiovisual and Culture Executive Agency (the ‘Agency’) is inviting the
submission of proposals concerning the establishment or development of Sector Skills
Alliances (SSA). The Agency has been entrusted by the Commission with the management of
this Call for proposals1 .
Article 8 (1) (b) foresees support to partnerships in the form of “sector skills alliances
between education and training providers and the world of work aimed at promoting
employability, contributing to the creation of new sector-specific or cross-sectoral curricula,
developing innovative methods of vocational teaching and training and putting the Union
transparency and recognition tools into practice”.
The action Sector Skills Alliances will be an important instrument to support the
implementation of the New Skills Agenda for Europe2. The action will contribute to the
improvement of quality and relevance of Europe's Vocational Education and Training (VET)
systems as outlined in the 2015 ET2020 Joint Report3, and in the 2015 Riga conclusions
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agreeing on a new set of medium-term deliverables.
The New Skills Agenda for Europe adopted on 10 June 2016 has launched the "Blueprint for
Sectoral Cooperation on Skills" to deliver sector-specific skills solutions, facilitate the
mobilisation and coordination of key players, stimulate investment and encourage a more
strategic use of EU and national funding opportunities. It is aimed at translating a sectoral
policy into a comprehensive skills strategy in line with the integrated methodology defined at
EU level for the Blueprint. The Blueprint builds on previous work carried out by the
European Commission with stakeholders on fighting skills mismatches at sectoral level,
namely the Sector Skills Councils5 and the Erasmus+ Sector Skills Alliances6.
The 'Riga Conclusions' adopted at the meeting of Ministers in charge of VET, the European
Social Partners and the European Commission on 22 June 2015 include five medium-term
deliverables (MTD) to be focused on for the period 2015-2020. It also calls on the
Commission to support the implementation of the MTD in the participating countries, by
addressing common EU level sector specific skills challenges and support policy reforms in
VET through funding opportunities under the European Structural and Investment Funds
(ESIF) and Erasmus+.
1 The 2017 Annual Work Programme for the implementation of “Erasmus+”: the Union Programme for Education,
Training, Youth and Sport 2 http://ec.europa.eu/social/main.jsp?catId=1223&langId=en 3 http://eur-lex.europa.eu/legal-content/EN/TXT/PDF/?uri=CELEX:52015XG1215(02)&from=EN 4 http://ec.europa.eu/education/policy/vocational-policy/doc/2015-riga-conclusions_en.pdf 5 Financed by the EU Programme for Employment and Social Inclusion (EaSI) to anticipate the skills needs in specific
sectors. See: http://ec.europa.eu/social/main.jsp?catId=784 . 6 Projects financed by Erasmus+. See: https://eacea.ec.europa.eu/erasmus-plus/actions/key-action-2-cooperation-for-
innovation-and-exchange-good-practices/sector-skills-alliances_en
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2. OBJECTIVES AND THEMES
2.1. Objectives
Sector Skills Alliances aim at tackling skills gaps with regard to one or more occupational
profiles in a specific sector. They do so by identifying existing or emerging sector specific
labour market needs (demand side), and by enhancing the responsiveness of initial and
continuing VET systems, at all levels, to the labour market needs (supply side). Drawing on
evidence regarding skills needs, Sector Skills Alliances support the design and delivery of
transnational vocational training content, as well as teaching and training methodologies for
European professional core profiles.
Sector Skills Alliances for strategic sectoral cooperation on skills identify and develop
concrete actions to match demand and supply of skills to support the overall sector specific
growth strategy.
2.2. Themes and specific objectives
Projects can achieve these objectives by applying to one of the following "Lots":
Lot 1 - Sector Skills Alliances for skills needs identification
Aimed at identifying and providing detailed evidence on skills needs, and gaps in a given
specific economic sector. This would make it possible to address such gaps through
training provision, whether it be VET-based or any other education and training sector.
The identification and definition of future skills needs should be supported by research on
labour market needs in the sector. The skills needs should be identified for the relevant
occupation profiles of the sector, drawing on, where available, the classification of
European Skills, Competences, Qualifications and Occupations (ESCO). Where
appropriate, they should make use on skills intelligence gathered by "European Sector
Skills Councils" and already existing sector skills studies, including results of previous
Sector Skills Alliances. The EU Skills Panorama provides a wealth of skills intelligence,
analyses and studies on professions (occupations) and sectors:
http://skillspanorama.cedefop.europa.eu/en
Collaboration between public and private actors on the labour market (such as labour
ministries, social partners, training and education providers, labour market intelligence
entities, companies including SME’s, chambers of commerce, public and private
employment services and national statistics offices) should be organised to identify and
anticipate persistent skills shortages and mismatches at sectoral level for a set of
occupational profiles. It is important to maximise synergies with other sectoral initiatives.
Lot 2 - Sector Skills Alliances for design and delivery of VET
Aimed at responding to identified skills gaps and needs in a specific economic sector, by
developing curricula, as well as teaching and training delivery methodologies. The
curricula and training methodologies and should include a strong work-based learning
component, and support trans-national learner mobility.
Partners will have to interpret existing research evidence on profession-specific skills
needs when implementing vocational education and training or designing qualification
standards based on occupational profiles, drawing, where available on ESCO. Where
appropriate, they should base themselves on skills intelligence gathered by "European
Sector Skills Councils" and already existing sector skills studies, including results of
previous Sector Skills Alliances. The EU Skills Panorama provides a wealth of skills
intelligence, analyses and studies on professions (occupations) and sectors:
http://skillspanorama.cedefop.europa.eu/en .
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The design and delivery of vocational curricula should follow the following key principles:
i) quality assurance, including effective learner tracking systems and feedback loops, ii)
curricula and qualifications that are learning outcome oriented, iii) provision which is
modular in all its phases, iv) include significant work-based learning periods, v) embeds
international experience (learner as well as teacher and trainer mobility).
The Alliance partners should demonstrate in the proposal what measures they will take in
the countries and in the sector covered for the formal recognition of the new or adapted
vocational curricula and qualifications and how they will pursue the project deliverables
after EU funding has ended. Sector Skills Alliances are expected to carry out the
proposed activities in a way that maximises the impact on one, or several related,
occupations in a given sector.
Lot 3 - Sector Skills Alliances for implementing a new strategic approach
(“Blueprint”) to sectoral cooperation on skills
The Blueprint for Sectoral Cooperation on Skills is one of the ten actions in the New Skills
Agenda for Europe (see description on Europa webpage7). It aims to improve skills
intelligence and to provide a clear strategy and instruments to address skills shortages in
specific economic sectors. It will be piloted in six sectors8: automotive, defence, maritime
technology, space geo information, textile-clothing-leather-footwear and tourism.
The Alliances under Lot 3 will support its implementation by developing sectoral skills
strategies. A sectoral strategy has to lead to systemic and structural impact on reducing
skills shortages as well as ensuring appropriate quality and levels of skills to support
growth, innovation and competitiveness in the sector. It must include a clear set of
activities, milestones and well-defined outputs with the goal to match demand and supply
of skills to support the overall sector specific growth strategy.
The sectoral skills strategy will contribute to increase the talent pool and support the
adaptation of the workforce to the requirements of industrial and market developments in
the sector, thus contributing to its long-term competitiveness. Particular attention will be
paid to new technological developments (e.g. digital and key enabling technologies).
The objectives of Lot 1 (forecasting skills demand) and Lot 2 (responding to identified
skills needs through design and delivery of VET) have to be included in the sectoral skills
strategy.
The partners are required to set up an EU level Alliance for a sector for cooperation on
skills and the implementation of concrete demand-driven actions. The Alliance will be
industry-led and include other relevant stakeholders, such as education and training
providers, social partners, clusters and networks, research institutes, statistical bodies,
employment services, and qualification authorities (whenever possible).
2.3. Activities to be carried out and outputs expected
The proposal shall cover a coherent and comprehensive set of activities and outputs as set out
below for each Lot and as relevant for the sector concerned.
For all three Lots, a particular focus must be given to digital skills as they are increasingly
important in all job profiles across the entire labour market. This should be done in synergy
with the new Digital Skills and Jobs Coalition and efforts to promote skills for key enabling
7 http://ec.europa.eu/growth/tools-databases/newsroom/cf/itemdetail.cfm?item_id=8848
8 Sectors are defined by the Eurostat NACE – Statistical classification of economic activities in the European Union.
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technologies9 (KETs). In addition, the transition to a circular economy needs to be
supported by changes to qualifications and national curricula to meet emerging professional
needs for “green skills”.
LOT 1: SECTOR SKILLS ALLIANCES FOR SKILLS NEEDS IDENTIFICATION
Defining skills and training provision needs in a given specific economic sector:
gathering and interpreting evidence of skills needs on the labour market in a given
economic sector, including by drawing on the Skills Panorama (e.g. Cedefop skills
forecasts, various survey data, analytical highlights) and, where relevant, on the work of
European Sector Skills Councils or previous Sector Skills Alliances;
analysing the trends and challenges that shape the sector and its labour market with
focus on drivers of change that may influence skills demand and supply in the sector
(e.g. automation, demography);
based on the above activities, providing a detailed assessment of the current and
anticipated skills shortages, gaps and mismatches in the sector (both job specific and
soft skills), as well as the need for the review of occupational profiles, indicating the
priority in which they should be addressed, on the basis inter alia of their impact on
growth and competiveness potential in the sector and on employment (e.g. likely job
loss, hard-to-fill vacancies);
analysing the potential impact of such skills needs on growth and employment in the
sector;
analysing major trends affecting closely interrelated sectors, to capture potential
spill-over effects;
identifying needs in terms of training provision, drawing on, where available, the
occupational profiles of the classification of ESCO;
delivering all relevant EU and/or country level qualitative evidence and quantitative
data on skills, employment and economic performance of the sector in an electronic
form, in linked open data format, so that it can feed into the Skills Panorama
(http://skillspanorama.cedefop.europa.eu/en)10
.
LOT 2: SECTOR SKILLS ALLIANCES FOR DESIGN AND DELIVERY OF VET
Designing trans-national sector-wide vocational curricula:
on the basis of identified skills needs for specific occupation profiles in a given
economic sector, identify and design VET curricula or qualification standards (in line
with EQF and informed by ESCO), to respond to those needs;
translating skill needs into innovative, learning outcome-oriented modular VET
programmes and/or qualifications (applying ECVET for designing qualifications
composed of units of learning outcomes), to allow for transparency and comparability,
taking also into account needs of validation of prior learning (e.g. non-formal or
informal);
9 https://ec.europa.eu/growth/industry/key-enabling-technologies/eu-actions_en#kets_skills 10 This should be done using Cedefop’s ‘Practical framework for including sectoral skills evidence in the Skills Panorama’.
http://skillspanorama.cedefop.europa.eu/en/useful_resources/including-sectoral-skills-evidence-skills-panorama-practical-
framework
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applying quality management to the new training content either by applying the quality
assurance principles of EQAVET or by using already existing quality assurance systems
which, however, should be in line with EQAVET;
integrating periods of work-based learning into the new training content, including
opportunities to apply knowledge in practical "real life" workplace situations, and
embedding trans-national learning experience whenever possible;
designing VET provision focusing both on job specific skills as well as on key
competences11
, soft skills, and STEM disciplines (science, technology, engineering, and
mathematics), while providing effective opportunities to acquire or develop those
competences, particularly in work-related training contexts;
promoting relevant VET sectoral qualifications (including trans-national joint
programmes awarded by more than one VET provider), and support agreement for their
recognition by implementing ECVET principles, and referencing qualifications to NQFs
and the EQF as well as other relevant European tools and instruments in the sector
concerned;
increasing recognition of qualifications at European and national level within a sector,
by promoting and agreeing on sectoral qualifications, facilitating cross-border
certification, and building mutual trust, contributing to increased learner and
professional mobility in the sector;
identifying, documenting and promoting successful skills or qualifications related
projects and good practices, as well as those fostering multi-stakeholder partnerships,
including from other sectors or from outside Europe and make detailed proposals to
replicate or scale them up, where relevant;
where relevant, ensure that results of the project are available in open data format so
that they could feed into the Skills Panorama and ESCO.
Delivering vocational curricula:
identifying the most appropriate delivery methodologies for the curricula, using
innovative approaches to teaching and learning, as well as a strategic and integrated use
of ICTs (e.g. blended learning, simulators, etc.), and open educational resources (e.g.
MOOC´s12
, and VOOC´s13
);
identifying ways to implement innovative VET teaching and learning methods to
respond to the needs of specific target groups of learners; and through the provision of
work-based learning;
developing actions to facilitate inter-generational transfer of knowledge within VET;
describing the ways on how assessment methodologies and procedures can embed all
forms of learning, including work-based learning and facilitate the validation of skills
and competences acquired prior to training;
11
http://eur-lex.europa.eu/legal-content/EN/TXT/PDF/?uri=CELEX:32006H0962&from=EN 12
A MOOC is a Massive Open Online Course aimed at unlimited participation and open access via the web. In
addition to traditional course materials such as filmed lectures, readings, and problem sets, many MOOCs
provide interactive user forums to support community interactions among students, professors, and teaching
assistants. 13
A VOOC is a “Vocational Open Online Course”. It is an online course aimed at unlimited participation and
open access via the web. In addition to traditional course materials such as filmed lectures, readings, and
problem sets, VOOC´s may provide interactive user forums to support community interactions among
students, professors, and teaching assistants. It is a form of Massive Open Online Course (MOOC), but
focused on Vocational training tacking into account the VET teaching and learning particularities.
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identifying adequate measures to track learners after completing their training in order
to provide "feedback loops"14 . These tracking and feedback systems can build on
information from companies, learners/employees, as well as public information
resources and labour market stakeholders;
proposing the appropriate measures for the formal recognition of the new or adapted
vocational curricula and qualifications in participating countries and in the sector(s)
covered;
planning the progressive roll-out of project deliverables leading to systemic impact.
LOT 3: SECTOR SKILLS ALLIANCES FOR IMPLEMENTING A NEW STRATEGIC
APPROACH (BLUEPRINT) TO SECTORAL COOPERATION ON SKILLS:
Sector Skills Alliances under this Lot shall set up sustainable cooperation on skills
development between key industry stakeholders in a given sector, education and training
providers, and public authorities.
The alliances shall develop a sectoral skills strategy to support the objectives of the
established growth strategy for the sector. This strategy should be the first key deliverable
of the project, identifying concrete actions and indicating clear set of activities, milestones
and well-defined outputs, to suggest how to match demand and supply of skills.
The strategy should detail how major trends, such as global, societal, and technological
developments in the sector, are likely to affect jobs and skills needs. It should describe the
expected timeline and give particular attention to the impact of digital and key enabling
technologies.
Alliances in this Lot cover activities of Lot 1 (as appropriate for the sector) and Lot 2. In
particular, they have to cover the following activities:
providing a detailed assessment of the current and anticipated skills shortages, gaps and
mismatches in the sector, as well as the need for the review of occupational profiles,
indicating the priority in which they should be addressed, on the basis inter alia of their
impact on growth and competiveness potential in the sector and on employment (e.g.
likely job loss, hard-to-fill vacancies);
developing a common methodology for assessing the current situation and anticipating
future needs as well as monitoring (on a yearly basis) progress and the evolution of the
demand and supply of skills based on credible foresight scenarios;
identifying occupational profiles that need to be revised or created and their
corresponding skill needs as well as the required proficiency level, drawing on, where
available, the occupational profiles in ESCO and existing competence frameworks15
;
where relevant, the development of sectoral competence frameworks may be
considered;
identifying, describing and indicating priorities for the review or the establishment of
new qualifications on the basis of the relevant occupational profiles;
fostering the development of concrete solutions in VET provision (including higher
VET) as well as business-education-research partnerships;
14
See Medium-term deliverable 2 (MTD2), in 2015 Riga Conclusions: http://ec.europa.eu/dgs/education_culture/repository/education/policy/vocational-policy/doc/2015-riga-
conclusions_en.pdf 15
e.g. the Digital Competence Framework for Citizens, the Entrepreneurship Competence Framework and the
European e-Competence Framework (e-CF).
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developing concrete solutions to promote mobility of vocational students, jobseekers
and trainees across Europe in the sector, capitalising on the use of existing EU tools
(e.g. Erasmus+, EURES, Drop'Pin, European Alliance for Apprenticeships);
developing actions to promote the attractiveness of the sector as a career choice, in
particular among the young, while also aiming for a gender balance in the sector;
designing an industry-led long term action plan for the progressive roll-out of project
deliverables after the project has finished. This plan shall be based on sustained
partnerships between education and training providers and key industry stakeholders at
the appropriate level. It should include the identification of appropriate governance
structures, as well as plans for scalability and financial sustainability. It should also
ensure the appropriate visibility and wide dissemination of the work of the Alliance,
including at EU and national political level and include details on how the roll-out will
be implemented at national and/or regional levels with relevant governmental and
sectoral authorities.
The action plan shall also indicate how EU funding opportunities (e.g. European
Structural Funds, European Fund for Strategic Investment, Erasmus+, COSME, sectoral
programmes), as well as national and regional funding can support skills strategies.
This should take into account national and regional smart specialisation strategies.
Models could be developed based on good examples to promote focussed use of such
funding, including up-skilling employees;
delivering all relevant EU and/or country level qualitative evidence and quantitative
data according to linked open data format 16
.
The following information has to be taken into account for each of the six pilot sectors:
Automotive
To ensure complementarity and synergies, activities must be compatible with existing evidence
for the sector, including the actions and orientations provided by:
Final report of European Skill Council of Automotive Industry.
The sectorial competitiveness strategy - outcome of GEAR 2030 process17
.
Defence
To ensure complementarity and synergies, activities must be compatible with existing evidence
for the sector, including the actions and orientations provided by:
European Defence Action Plan (foreseen adoption in December 2016).
European Global Strategy on Foreign and Security Policy, June 2016.
Communication "Towards a More Competitive and Efficient Defence and Security
Sector", COM (2013)542.
Implementation Roadmap for the Communication, COM(2014)387.
December 2013 European Council Conclusions.
Study on Skills and Competences in Defence, 2015.
All other actions relevant to defence-related skills.
Maritime
technology
To ensure complementarity and synergies, activities must be compatible with existing evidence
for the sector, including the actions and orientations provided by:
The results of the Sector Skills Council on Maritime Technology18
.
The Communication on Innovation in the Blue economy: realising the potential of our
seas and oceans for jobs and growth19
.
16 This should be done using Cedefop’s ‘Practical framework for including sectoral skills evidence in the Skills Panorama’.
http://skillspanorama.cedefop.europa.eu/en/useful_resources/including-sectoral-skills-evidence-skills-panorama-practical-
framework
17 https://ec.europa.eu/growth/sectors/automotive/policy-strategy_en
18 http://www.easy-content.be/Documents/Open.aspx?guid={EFFE02BD-34A7-47EB-826E-46F035DE32C9}
19 http://eur-lex.europa.eu/legal-content/EN/TXT/PDF/?uri=COM:2014:254:REV1&from=EN
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The call for proposals "Blue Careers in Europe"20
.
Space geo
information
To ensure complementarity and synergies, activities must be compatible with existing evidence
for the sector, including the actions and orientations provided by:
Space Strategy for Europe (under finalisation and to be adopted the 26 October 2016).
Textile-
clothing-
leather-
footwear
To ensure complementarity and synergies, activities must be compatible with existing evidence
for the sector, including the actions and orientations provided by:
Results of the Textile, Clothing Leather and Footwear European Skills Council.
Results of ESCO Reference Group Manufacturing of textile, apparel, leather, footwear
and other related products.
Deliverables of projects carried out in textile-clothing-leather-footwear sector under
European Skills Alliance, Knowledge Alliance, Leonardo da Vinci, etc.
Tourism
To ensure complementarity and synergies, activities must be compatible with existing evidence
for the sector, including the actions and orientations provided by:
Study “Mapping and Performance check of the supply side of tourism education and
training”21
.
Study “Mapping the skills needs to improve the accessibility and safety of tourism
services for disabled people and people with special needs”22
.
The results of the informal Consultation on how to better target EU initiatives and
funding opportunities for developing skills in the tourism sector23
.
The follow-up to the Call for proposals: "Enhancing quality jobs, apprenticeships and
traineeships in the tourism sector across Europe" published on 5 April 2016 24
.
20 https://ec.europa.eu/easme/en/call-proposals-blue-careers-europe 21 http://ec.europa.eu/growth/sectors/tourism/support-business/skills/index_en.htm 22 http://bookshop.europa.eu/en/improving-information-on-accessible-tourism-for-disabled-people-pbNB6004587/ 23 https://ec.europa.eu/growth/sectors/tourism/support-business/skills_en 24 https://ec.europa.eu/growth/sectors/tourism/support-business/skills_en
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3. TIMETABLE
Stages
Indicative timetable
a) Publication of the call 24/01/2017
b) Deadline for submitting applications 02/05/2017
12:00 noon CET
c) Evaluation period 02/05/2017 to 21/07/2017
d) Information to applicants September 2017
e) Signature of grant agreement September to November
2017
f) Starting date of the action 01/12/2017 to 31/01/2018
4. BUDGET AVAILABLE
The total budget earmarked for the co-financing of projects is estimated at €28 million,
intricately distributed among Lots, as follows:
Lot
number
Indicative total
amount (EUR)
Indicative number
of grant
agreements
Maximum total amount
per project (EUR)
Project
duration
1 1,000,000 3 330.000 2 years
500.000 3 years
2 3,000,000 4 700.000 2 years
1.000.000 3 years
3 24,000,000 6 4.000.000 4 years
The maximum EU co-financing rate will be 80%.
For Lot 3, only 1 proposal per pilot sector can be selected.
Within the limits of the budget available, grants will be awarded to those projects which
respond to the qualitative criteria in the best way.
The Agency reserves the right not to distribute all funds available.
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5. ADMISSIBILITY REQUIREMENTS
Applications shall comply with the following requirements:
they must be sent no later than the deadline for submitting applications referred to in
section 3 of the present call for proposals;
they must be submitted in writing exclusively using the correct official online
application form;
they must be drafted in one of the EU official languages.
Please note that only applications submitted online using the e-form will be considered.
The application form must be accompanied by a balanced budget and all the other documents
referred to in the application form.
Failure to comply with those requirements will lead to the rejection of the application.
In order to submit an application, beneficiaries and affiliated entities must provide their
Participant Identification Code (PIC) in the application form. The PIC can be obtained by
registering the organisation in the Unique Registration Facility (URF) hosted in the
Education, Audiovisual, Culture, Citizenship and Volunteering Participant Portal. The Unique
Registration Facility is a tool shared by other services of the European Commission. If an
applicant, a partner or affiliated entity already has a PIC that has been used for other
programmes (for example the Research programmes), the same PIC is valid for the present
call for proposals.
The Participant Portal allows beneficiaries and affiliated entities, to upload or update the
information related to their legal status and attach the requested legal and financial
documents.
See section 14.2 for more information.
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6. ELIGIBILITY CRITERIA
Applications which comply with the following criteria, will be subject of an in-depth
evaluation.
Lot 1- Sector Skills Alliances for skills needs identification
Eligible
participating
organisations
The following organisations and their affiliated entities25
are eligible to take part in a Lot 1
Alliance. They can be public or private organisations established in a Programme Country
(see section 6.3).
European and/or national social partners;
labour ministries or associated bodies (agencies or councils);
public or private employment services;
labour market research institutes, national statistics offices;
public or private, small, medium or large enterprises (including social enterprises);
economic development agencies;
chambers of commerce, of industry or of labour;
sectoral or professional associations of employers or employees; chambers of skilled
crafts;
European or national sectoral umbrella organisations;
training or education providers at local, regional or national level;
sector-based research institutes;
bodies providing career guidance, professional counselling and information services;
public authorities responsible for education and training at regional or national level.
Who can
apply?
Any participating organisation established in a Programme Country can apply. The applicant
organisation submits the project proposal on behalf of all participating organisations involved
in the project.
Number and
profile of
participating
organisations
The Sector Skills Alliance must cover at least 12 Programme Countries and include at least
2 organisations, out of which at least 1 represents the industry and at least 1 represents
education and training providers.
The geographical coverage can be ensured by the participation of national organisations
and/or by European-wide umbrella organisations26
or European social partners. The capacity
of covering more than one country of the Alliance by European wide organisations or social
partners must be proven at the moment of application. See section 6.2 for definitions of roles
of participating organisations.
Duration of
project
2 or 3 years. The duration has to be chosen at application stage, based on the objective of the
project and on the type of activities planned over time.
25 Affiliated entities: legal entities having a legal or capital link with beneficiaries, which is neither limited to the action nor established for the sole purpose of its implementation may take
part in the action as affiliated entities.
26 A European umbrella organisation is an association of (often related, sector-specific) several national member organisations that coordinates their activities, promotes a common
purpose and works to protect their shared interests at European level.
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Lot 2 - Sector Skills Alliances for design and delivery of VET
Eligible
participating
organisations
The following organisations and their affiliated entities27
are eligible to take part in a
Lot 2 Alliance. They can be public or private organisations established in a Programme
Country (see section 6.3).
public or private enterprises (including social enterprises) in particular those with
an own training department, those providing apprenticeships, and those providing
shared training (collaborative training);
EU or national organisations representing industry, small and medium-sized
enterprises, relevant sectoral organisations;
public or private VET providers, including inter-company training centres and
higher education institutions providing VET;
networks of VET providers and European or national organisations representing
them;
Education and Training authorities at regional or national level, and Ministries;
organisations or networks – at EU or national level – representing social partners,
industry, sectoral organisations, professions and education and training
stakeholders, including youth organisations;
chambers of commerce, of industry, of skilled crafts or of labour, and other
intermediary bodies;
sector skills councils;
economic development agencies, statistical bodies and research institutes;
cultural and/or creative bodies;
bodies providing career guidance, professional counselling, information services
and employment services;
accreditation, certification, recognition or qualification bodies (bodies with
“regulatory function”).
Who can
apply?
Any participating organisation established in a Programme Country can apply. The
applicant organisation submits the project proposal on behalf of all participating
organisations involved in the project.
Number and
profile of
participating
organisations
The Sector Skills Alliance must cover at least 4 Programme Countries and include at
least 8 organisations, out of which at least 3 are enterprises, industry or sector
representatives (e.g. chambers or trade associations), and at least 3 are education
and training providers. See section 6.2 for definitions of roles of participating
organisations.
Duration of
project
2 or 3 years. The duration has to be chosen at application stage, based on the objective
of the project and on the type of activities planned over time.
27 Affiliated entities: legal entities having a legal or capital link with beneficiaries, which is neither limited to the action nor established for the sole purpose of its implementation may take
part in the action as affiliated entities.
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Lot 3 - Sector Skills Alliances for implementing a new strategic approach (Blueprint) to
sectoral cooperation on skills
Eligible
participating
organisations
The following organisations and their affiliated entities28
are eligible to take part in a
Lot 3 Alliance. They can be public or private organisations established in a Programme
Country (see section 6.3).
public or private enterprises active in the selected pilot sectors especially those
with an own training department, those providing apprenticeships, and those
providing shared training (collaborative training);
EU or national organisations representing industry, small and medium-sized
enterprises, relevant sectoral organisations;
public or private education or training providers, including training centres and
higher education institutions (and military academies of the defence sector);
networks of education or training providers and European or national organisations
representing them;
authorities responsible for education and training or employment, at regional or
national level, and related Ministries;
organisations or networks – at EU or national level – representing social partners,
industry, sectoral organisations, professions and education and training
stakeholders, including youth organisations;
chambers of commerce, of industry, of labour and other relevant sectoral
intermediary bodies;
sector skills councils;
economic development agencies, statistical bodies and research institutes;
bodies providing career guidance, professional counselling, information services
and employment services;
accreditation, certification, recognition or qualification bodies (bodies with
“regulatory function”).
bodies representing relevant authorities at regional and national level.
Who can
apply?
Any participating organisation established in a Programme Country can apply. The
applicant organisation submits the project proposal on behalf of all participating
organisations involved in the project.
Number and
profile of
participating
organisations
The Sector Skills Alliance must cover at least 6 Programme Countries and include at
least 12 organisations, out of which at least 5 are enterprises, industry or sector
representatives (e.g. chambers or trade associations), and at least 5 are education
and training providers. See section 6.2 for definitions of roles of participating
organisations.
Duration of
project 4 years.
28 Affiliated entities: legal entities having a legal or capital link with beneficiaries, which is neither limited to the action nor established for the sole purpose of its implementation may take
part in the action as affiliated entities.
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6.1. Which specific sectors can apply to each of the Lots?
An organisation can be involved as applicant in several proposals and Lots, as long as the
proposals address different sectors. For example, a Chamber or VET provider may have
expertise in more than one sector, and apply for more than one project or Lot in different
sectors.
Lot 3 is exclusively reserved for the following six sub-sectors:
1. Automotive, where an Alliance must include at least the following sub-sectors:
i. vehicle production
ii. automotive suppliers
iii. automotive retail and aftermarket.
2. Defence, where an Alliance must include at least three out of the four following
domains:
i. land
ii. air
iii. naval
iv. space.
3. Maritime technology29
, where an Alliance must include at least the following areas:
i. traditional sectors (shipbuilding, oil & gas, etc.);
ii. emerging sectors (offshore wind, ocean energy, etc.);
iii. ocean literacy
Other blue economy sectors (i.e. aquaculture, marine biotechnology, monitoring &
observation, etc.) shall be included if considered relevant.
4. Space geo information30
, where an Alliance must include at least three out of the
following areas:
i. Integrated applications;
ii. Remote sensing;
iii. Smart cities;
iv. Climate Change societal challenges;
v. Raw materials, health and food issues monitoring.
5. Textile-clothing-leather-footwear, where an Alliance must include regions/countries
where textile, clothing, leather and footwear sectors play an important role in
manufacturing (a high share of employment or added value do the economy).
6. Tourism, where an Alliance must cover all of the following areas:
i. hospitality
ii. food and beverage
iii. travel agents
iv. attractions and recreation.
29
The maritime technology industry encompasses all the enterprises involved in the design, construction, maintenance and
repair of ships and other maritime structures, including the complete supply chain of systems, equipment and services
supported by research and educational institutions 30 The geospatial industry consists of individuals, private companies, non-profit organizations, academic and research
institutions, and government agencies that research, develop, manufacture, implement, and employ geospatial technology
(also known as geomatics) and gather, store, integrate, manage, map, analyze, display, and distribute geographic
information — i.e., information that is tied to a particular location on Earth.
(https://metacarta.wordpress.com/2008/08/07/what-is-the-geospatial-industry/).
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All other sectors are eligible under Lot 1 or Lot 2.
The six pilot sectors that are eligible under Lot 3 are not eligible under Lot 1 or Lot 2.
6.2. What is the role of organisations participating in a Sector Skills Alliance?
Applicant/Coordinator: the legal entity that submits the project proposal on behalf of all the
beneficiaries. The coordinator has the full responsibility to ensure that the project is
implemented in accordance with the agreement. Its coordinating role covers among others the
following duties:
represents and acts on behalf of the Consortium towards the European Commission;
bears the financial and legal responsibility for the proper operational, administrative and
financial implementation of the entire project;
coordinates the project in cooperation with all other beneficiaries.
Once the project is selected, the applicant must submit the mandate letters from all
beneficiaries involved in the consortium confirming their participation.
Beneficiaries: legal entities participating in the consortium which contribute actively to the
accomplishment of the Sector Skills Alliance. Each beneficiary must sign a mandate by which
the signatory agrees that the applicant takes over the planned tasks on behalf of the Alliance
during the implementation of the project.
For more information about duties of the applicant and beneficiaries, please see the Articles
II.1.1, II.1.2 and II.1.3 of the Grant agreement model.
Associated partners (optional): Sector Skills Alliances can involve associated partners who
contribute to the activities of the Alliance. They are not subject to contractual requirements
because they do not receive funding. However their involvement and role in the project and
different work packages have to be clearly described.
Affiliated entities: legal entities having a legal or capital link with beneficiaries, which is
neither limited to the action nor established for the sole purpose of its implementation may
take part in the action as affiliated entities.
For that purpose, beneficiaries shall identify such affiliated entities in the application form.
Supporting documents proving the affiliation (legal or capital link), as well as that they
comply with the eligibility and non-exclusion criteria must be submitted.
6.3. What countries are eligible?
Only applications from legal entities established in the following Erasmus + Programme
Countries are eligible:
The Erasmus+ programme countries:
-the 28 Member States of the European Union,
-Non EU Programme Countries: Former Yugoslav Republic of Macedonia, Iceland,
Liechtenstein, Norway, Turkey.
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6.4. Eligible activities
Please see eligible activities described in Section 2.3.
Activities must start between 1 December 2017 and 31 January 2018.
Applications for projects scheduled to run for a shorter or longer period than that specified in
this call for proposals will not be accepted.
No extensions to the eligibility period beyond the maximum duration will be granted.
However, if after the signing of the agreement and the start of the project it becomes
impossible for the beneficiary, for fully justified reasons beyond their control, to complete the
project within the scheduled period, an extension of the eligibility period may be granted. A
maximum extension of 6 additional months will be granted if requested before the deadline
specified in the agreement. The total awarded grant will not change.
7. EXCLUSION CRITERIA
7.1. Exclusion from participation
An applicant, beneficiary or any affiliated entity will be excluded from participating in calls
for proposals procedure, if it is in any of the following situations:
a) it is bankrupt, subject to insolvency or winding up procedures, its assets are being
administered by a liquidator or by a court, it is in an arrangement with creditors, its
business activities are suspended or it is in any analogous situation arising from a
similar procedure provided for under national legislation or regulations;
b) it has been established by a final judgement or a final administrative decision that the
applicant, beneficiary or any affiliated entity is in breach of its obligations relating to
the payment of taxes or social security contributions in accordance with the law of the
country in which it is established, with those of the country in which the authorising
officer is located or those of the country of the implementation of the grant;
c) it has been established by a final judgement or a final administrative decision that the
applicant, beneficiary or any affiliated entity is guilty of grave professional misconduct
by having violated applicable laws or regulations or ethical standards of the profession
to which the applicant, beneficiary or any affiliated entity belongs, or by having
engaged in any wrongful conduct which has an impact on its professional credibility
where such conduct denotes wrongful intent or gross negligence, including, in
particular, any of the following:
i. fraudulently or negligently misrepresenting information required for the verification
of the absence of grounds for exclusion or the fulfilment of selection criteria or in the
performance of a contract, a grant agreement or a grant decision;
ii. entering into agreement with other persons with the aim of distorting competition;
iii. violating intellectual property rights;
iv. attempting to influence the decision-making process of the Agency during the award
procedure;
v. attempting to obtain confidential information that may confer upon it undue
advantages in the award procedure;
d) it has been established by a final judgement that the applicant, beneficiary or any
affiliated entity is guilty of any of the following:
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i. fraud, within the meaning of Article 1 of the Convention on the protection of the
European Communities' financial interests, drawn up by the Council Act of 26 July
1995;
ii. corruption, as defined in Article 3 of the Convention on the fight against corruption
involving officials of the European Communities or officials of EU Member States,
drawn up by the Council Act of 26 May 1997, and in Article 2(1) of Council
Framework Decision 2003/568/JHA, as well as corruption as defined in the legal
provisions of the country where the authorising officer is located, the country in
which the applicant, beneficiary or any affiliated entity is established or the country
of the implementation of the grant;
iii. participation in a criminal organisation, as defined in Article 2 of Council
Framework Decision 2008/841/JHA;
iv. money laundering or terrorist financing, as defined in Article 1 of Directive
2005/60/EC of the European Parliament and of the Council;
v. terrorist-related offences or offences linked to terrorist activities, as defined in
Articles 1 and 3 of Council Framework Decision 2002/475/JHA, respectively, or
inciting, aiding, abetting or attempting to commit such offences, as referred to in
Article 4 of that Decision;
vi. child labour or other forms of trafficking in human beings as defined in Article 2 of
Directive 2011/36/EU of the European Parliament and of the Council;
e) it has shown significant deficiencies in complying with the main obligations in the
performance of a contract, a grant agreement or a grant decision financed by the
Union’s budget, which has led to its early termination or to the application of liquidated
damages or other contractual penalties, or which has been discovered following checks,
audits or investigations by an Authorising Officer, OLAF or the Court of Auditors;
f) it has been established by a final judgement or final administrative decision that the
applicant, beneficiary or any affiliated entity has committed an irregularity within the
meaning of Article 1(2) of Council Regulation (EC, Euratom) No 2988/95;
g) in the absence of a final judgement or where applicable a final administrative decision,
the applicant, beneficiary or any affiliated entity is in one of the cases provided in (c) to
(f) above based in particular on :
i. facts established in the context of audits or investigations carried out by the Court of
Auditors, OLAF or internal audit, or any other check, audit or control performed
under the responsibility of an authorising officer of an EU institution, of a European
office or of an EU agency or body;
ii. non-final administrative decisions which may include disciplinary measures taken by
the competent supervisory body responsible for the verification of the application of
standards of professional ethics;
iii. decisions of the ECB, the EIB, the European Investment Fund or international
organisations;
iv. decisions of the Commission relating to the infringement of the Union's competition
rules or of a national competent authority relating to the infringement of Union or
national competition law.
v. decisions of exclusion by an authorising officer of an EU institution, of a European
office or of an EU agency or body.
h) where a person who is a member of the administrative, management or supervisory
body of the applicant, beneficiary or any affiliated entity or who has powers of
representation, decision or control with regard to that applicant (this covers the
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company directors, members of the management or supervisory bodies, and cases where
one person holds a majority of shares), is in one or more of the situations referred to in
points (c) to (f) above.
i) where a natural or legal person that assumes unlimited liability for the debts of that
applicant, beneficiary or any affiliated entity is in one or more of the situations referred
to in point (a) or (b) above.
If an applicant, beneficiary or any affiliated entity is in one of the situations of exclusion
listed above, it should indicate the measures it has taken to remedy the exclusion situation,
thus demonstrating its reliability. They may include e.g. technical, organisational and
personnel measures to prevent further occurrence, compensation of damage or payment of
fines. This does not apply for the situations referred in point (d) of this section.
In the cases provided in (c) to (f) above, in the absence of a final judgement or where
applicable a final administrative decision, the Agency may exclude an applicant, beneficiary
or any affiliated entity provisionally from participating in a call for proposals where their
participation would constitute a serious and imminent threat to the Union's financial interests.
7.2. Rejection from the award procedure
An applicant, beneficiary or any affiliated entity will not be awarded a grant for this
procedure if
a) it is in an exclusion situation established in accordance with the above section 7.1;
b) it has misrepresented the information required as a condition for participating in the
procedure or has failed to supply that information;
c) it was previously involved in the preparation of a call for proposals where this entails a
distortion of competition that cannot be remedied otherwise.
The same exclusion criteria apply to affiliated entities.
Rejection from this procedure and administrative sanctions (exclusion or financial penalty)
may be imposed on applicant, beneficiary or any affiliated entity where applicable, if any of
the declarations or information provided as a condition for participating in this procedure
prove to be false.
The applicant, beneficiary or any affiliated entity should be informed that the Agency may
publish on its internet site the following information related to the exclusion and, where
applicable, the financial penalty in the cases referred to in points (c), (d), (e) and (f) of the
section 7.131
:
(a) the name of the applicant, beneficiary or any affiliated entity concerned;
(b) the exclusion situation;
(c) the duration of the exclusion and/or the amount of the financial penalty.
In case of a preliminary classification in law (i.e. absence of a final judgement or a final
administrative decision), the publication shall indicate that there is no final judgement or final
administrative decision. In those cases, information about any appeals by the applicant,
31 This information shall not be published in any of the following circumstances:
(a) where it is necessary to preserve the confidentiality of an investigation or of national judicial proceedings;
(b) where publication would cause disproportionate damage to the applicant, beneficiary or any affiliated entity
concerned or would otherwise be disproportionate on the basis of the proportionality criteria and to the amount of the
financial penalty; (c) where a natural person is concerned, unless the publication of personal data is exceptionally
justified, inter alia, by the seriousness of the conduct or its impact on the Union's financial interests. In such cases, the
decision to publish the information shall duly take into consideration the right to privacy and other rights provided for in
Regulation (EC) No 45/2001.
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beneficiary or any affiliated entity their status and their outcome, as well as any revised
decision of the authorised officer, shall be published without delay. Where a financial penalty
has been imposed, the publication shall also indicate whether that penalty has been paid.
The decision to publish the information is taken by the Agency either following the relevant
final judgement, final administrative decision or preliminary classification in law, as the case
may be. That decision shall take effect three months after its notification to the economic
operator.
The information published shall be removed as soon as the exclusion has come to an end. In
the case of a financial penalty, the publication shall be removed six months after payment of
that penalty.
In accordance with Regulation (EC) No 45/2001, where personal data is concerned, the
Agency shall inform the applicant, beneficiary or any affiliated entity of its rights under the
applicable data protection rules and of the procedures available for exercising those rights.
7.3. Supporting documents
Applicants must sign a declaration on their honour certifying that they, and their affiliated
entities, are not in one of the situations referred to in the above sections 7.1 and 7.2, filling in
the relevant form attached to the application form accompanying the call for proposals. If
applicable, the relevant documentary evidence which appropriately illustrates any remedial
measures taken should be provided in annex to this declaration.
The declaration is available at https://eacea.ec.europa.eu/erasmus-plus/funding/sector-skills-
alliances-2017_en
The following supporting documents will be requested once the project is proposed for
funding. These documents cannot be attached to the online application form and are not
requested at the application stage:
private entity: extract from the official journal, copy of articles of association, extract
of trade or association register, certificate of liability to VAT (if, as in certain countries,
the trade register number and VAT number are identical, only one of these documents is
required),
public entity: copy of the resolution or decision establishing the public company, or
other official document establishing the public-law entity,
consortium: in addition to the supporting documents referring to their legal status,
consortium members will submit letters confirming their participation to the project,
entities without legal personality: documents providing evidence that their
representative(s) have the capacity to undertake legal obligations on their behalf.
affiliated entities: documents (statutes, an equivalent act or consolidated accounts)
proving the affiliation (legal or capital link), as well as that they comply with the
eligibility and non-exclusion criteria.
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8. SELECTION CRITERIA
Applicants must submit a declaration on their honour, completed and signed, attesting to their
financial and operational capacity to complete the proposed activities.
Affiliated entities do not need to be checked against the selection criteria. This check will be
made at the level of the beneficiary to which they are affiliated.
8.1. Financial capacity
Applicants must have stable and sufficient sources of funding to maintain their activity
throughout the period during which the action is being carried out or the year for which the
grant is awarded, and to participate in its funding. The applicants' financial capacity will be
assessed on the basis of the following supporting documents to be submitted with the
application:
a) Low value grants (≤ EUR 60 000):
- a declaration on their honour.
b) Grants > EUR 60 000:
- a declaration on their honour
- the financial statements (including the balance sheet, the profit and loss accounts and
the annexes) of the last two financial years for which the accounts have been closed;
- financial capacity form provided for in the application form, filled in with the
relevant statutory accounting figures, in order to calculate the ratios as detailed in the
form.
c) Grants for an action > EUR 750 000 in addition to the above:
- an audit report produced by an approved external auditor certifying the accounts for
the last financial year available.
In the event of an application grouping several applicants (consortium), the thresholds
mentioned in points a) and b) shall apply to the coordinator while the threshold mentioned in
point c) shall apply to each applicant.
On the basis of the documents submitted, if the RAO considers that financial capacity is not
satisfactory, he may:
- request further information;
- propose a grant agreement without pre-financing;
- propose a grant agreement with a pre-financing paid in instalments;
- propose a grant agreement with a pre-financing covered by a bank guarantee (see
section 11.4 below);
- where applicable, require the joint and several financial liability of all the co-
beneficiaries;
- reject the application.
8.2. Operational capacity
Applicants must have the professional competencies as well as appropriate qualifications
necessary to complete the proposed action. In this respect, applicants have to submit a
declaration on their honour, and, the following supporting documents:
- a description of the profile of the people primarily responsible for managing and
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implementing the operation (accompanied where appropriate, like in the field of
research and education, by a list of relevant publications) within each partner
institution;
- an exhaustive lists of previous projects and activities performed and connected to the
actions to be carried out.
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9. AWARD CRITERIA
Eligible applications/projects will be assessed on the basis of the following criteria:
9.1. Award criteria for Lot 1- Sector Skills Alliances for skills needs identification
Relevance of the
project
(maximum 25
points)
• Link to policy: the proposal contributes to achieving the European objectives in the
field of Skills identification and anticipation;
• Digital skills: extent to which the proposal foresees investigation in the needs of
digital skills. Proposals including this aspect will be considered highly relevant;
• Green skills: extent to which the proposal foresees investigation in the needs of green
skills. Proposals including this aspect will be considered highly relevant;
• Purpose: the proposal is relevant to the objectives of the action, themes and activities
described in section 2;
• Consistency: the objectives are based on a sound needs analysis; they are clearly
defined, realistic and address issues relevant to the participating organisations and to
the action;
• Innovation: the proposal considers state-of-the-art methods and techniques, and leads
to innovative results and solutions;
• European added value: the proposal demonstrates clearly the added value generated
through its trans-nationality.
Quality of the
project design and
implementation
(maximum 30
points)
• Coherence: the overall project design ensures consistency between project objectives,
methodology, activities and budget proposed. The proposal presents a coherent and
comprehensive set of appropriate activities to meet the identified needs and lead to the
expected results;
• Structure: the work programme is clear and intelligible, and covers all phases
(preparation, implementation, exploitation, monitoring, evaluation and dissemination);
• Management: solid management arrangements are foreseen. Timelines, organisation,
tasks and responsibilities are well defined and realistic. The proposal allocates
appropriate resources to each activity;
• Budget: the budget provides for appropriate resources necessary for success, it is
neither overestimated nor underestimated;
• Financial and quality control: control measures (continuous quality evaluation, expert
peer reviews, benchmarking activities, etc.) and quality indicators ensure that the
project implementation is of high quality and cost-efficient. Challenges/risks of the
project are clearly identified and mitigating actions properly addressed. Expert review
processes are planned as an integral part of the project. The Alliance work programme
includes an independent external quality assessment at mid-term and at the end of the
project.
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Quality of the
project team and
the cooperation
arrangements
(maximum 25
points)
• Configuration: the composition of the Alliance is in line with the project objectives,
bringing together as relevant the expertise and competences required in skills
identification and anticipation, skills supply, and skills policy issues more generally.
The partners combine systemic and sector-related information with a solid knowledge
of skills needs and training practices in their economic sector. The participation of
European and/or national social partners with a clear attribution of a role to identify
and anticipate skills needs in the given sector is highly relevant. The
representativeness and expertise of the partners in the sector concerned and at
European level is convincingly demonstrated. The spread and representativeness of
relevant partners over the Programme Countries involved in the Alliance should be
such that the Alliance has high potential for impact in several of the countries covered
by the Alliance (e.g. through the participation of a European sector organisation or
European social partners);
• Commitment: the distribution of responsibilities and tasks is clear, appropriate, and
demonstrates the commitment and active contribution of all participating
organisations in relation to their specific expertise and capacity;
• Tasks: the coordinator shows high quality management and coordination of
transnational networks and leadership in complex environment. Individual tasks are
allocated on the basis of the specific know-how of each partner;
• Collaboration/Team spirit: an effective mechanism is proposed to ensure a good
coordination, decision-making and communication between the participating
organisations, participants and any other relevant stakeholder.
Impact and
dissemination
(maximum 20
points)
• Exploitation: the proposal demonstrates how the outcomes of the Alliance will be used
by the partners and other stakeholders. It provides means to measure exploitation
within project lifetime and after;
• Dissemination: the proposal provides a clear plan for the dissemination of results, and
includes appropriate activities and their timing, tools and channels to ensure that the
results and benefits will be spread effectively to the stakeholders policy makers,
guidance professionals, enterprises and young learners in compulsory education
concerning occupations with high labour market demand or new business creation
potential; within and after the project’s lifetime; the proposal indicates which partners
will be responsible for dissemination and demonstrates the relevant experience that
they have in dissemination activities;
• Impact: the proposal shows societal and economic relevance and outreach. It is likely
to significantly increase partners' capacity to implement relevant training in the
European context. It also provides pertinent measures to monitor progress and assess
the expected impact (short- and long-term);
• Open access32
: If relevant, the proposal describes how the materials, documents and
media produced will be made freely available and promoted through open licences33
and in linked open data format, and does not contain disproportionate limitations;
• Sustainability: the proposal includes appropriate measures and resources to ensure that
the results and benefits achieved by the Alliance will be sustained beyond the project
lifetime. (i.e. how the information on future skills needs can be addressed in the sector
through training provision and curriculum design. This could be VET-based or other
training. The proposal explains how and with which resources (other than EU funds)
this will be done.
32 The beneficiary must publish all educational materials produced with Erasmus+ funding free of charge and under an open
license. 33 A way by which the owner of a work grants permission to everyone to use share and adapt the resource. A licence is
associated to each resource. An open licence is not a transfer of copyrights or Intellectual Property Rights (IPR) and the
benefit.
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9.2. Award criteria for Lot 2 - Sector Skills Alliances for design and delivery of VET
Relevance of the
project
(maximum 25
points)
• Link to EU policy and initiatives: the proposal takes into account and contributes to
achieving the European objectives in the field of VET; takes into account and
contributes to give visibility to existing EU tools and initiatives for skills
development; draws on the work of a European Sector Skills Council where relevant;
• VET representation: the Alliance includes partners that adequately represent VET
design and delivery;
• Sector representation: the Alliance includes partners that adequately represent the
sector concerned;
• Digital skills: extent to which the proposal integrates digital skills in the training
content for one, or several related, professional profiles. Proposals including this
aspect will be considered highly relevant;
• Green skills: extent to which the proposal integrates green skills in the training content
for one, or several related, professional profiles. Proposals including this aspect will
be considered highly relevant;
• Purpose: the proposal is relevant to the objectives of the action, themes and activities
described in section 2;
• Consistency: the objectives are based on a sound needs analysis; they are clearly
defined, realistic and address issues relevant to the participating organisations and to
the action;
• Innovation: the proposal considers state-of-the-art methods and techniques, and leads
to innovative results and solutions;
• European added value: the proposal demonstrates clearly the added value generated
through its trans-nationality.
Quality of the
project design and
implementation
(maximum 30
points)
• Coherence: the overall project design ensures consistency between project objectives,
methodology, activities and budget proposed. The proposal presents a coherent and
comprehensive set of appropriate, concrete and practical activities to meet the
identified needs and lead to the expected results;
• Structure: the work programme is clear and intelligible, and covers all phases
(preparation, implementation, exploitation, monitoring, evaluation and dissemination);
• Methodology: the proposal is compliant and makes use of EU instruments and tools
related to skills and occupations such as the EQF34
, ECVET35,
EQAVET36
,
Europass37
, EURES38
, Drop 'Pin39
, ESCO40
, etc.. Whenever possible, the proposal
takes into consideration and capitalizes on previous relevant activities (e.g. Member
States initiatives, Knowledge Innovation Communities-KIC of the EIT41
, previous and
on-going Sector Skills Alliances42.
It uses the learning outcomes approach, ECVET
(units of learning outcomes) and quality assurance principles in line with EQAVET;
• Management: solid management arrangements are foreseen. Timelines, organisation,
tasks and responsibilities are well defined and realistic. The proposal allocates
appropriate resources to each activity;
• Budget: the budget provides for appropriate resources necessary for success, it is
neither overestimated nor underestimated;
• The quality of arrangements for the recognition and validation of participants' learning
outcomes, in line with European transparency and recognition tools and principles;
• Financial and quality control: control measures (continuous quality evaluation, expert
peer reviews, benchmarking activities, etc.) and quality indicators ensure that the
project implementation is of high quality and cost-efficient. Challenges/risks of the
34 http://eur-lex.europa.eu/legal-content/EN/ALL/?uri=CELEX%3A32008H0506(01) 35 http://eur-lex.europa.eu/legal-content/EN/TXT/?qid=1473612465372&uri=CELEX:32009H0708(02) 36 http://eur-lex.europa.eu/legal-content/EN/TXT/?qid=1473612641346&uri=CELEX:32009H0708(01) 37 http://eur-lex.europa.eu/legal-content/EN/TXT/?qid=1473612732264&uri=CELEX:32004D2241 38
https://ec.europa.eu/eures/public/homepage 39 https://ec.europa.eu/eures/droppin/en 40 https://ec.europa.eu/esco/portal/home 41 https://eit.europa.eu/activities/innovation-communities 42 http://ec.europa.eu/education/policy/vocational-policy/sector-skills_en.htm
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project are clearly identified and mitigating actions properly addressed. Expert review
processes are planned as an integral part of the project. The Alliance work programme
includes an independent external quality assessment at mid-term and at the end of the
project.
Quality of the
project team and
the cooperation
arrangements
(maximum 25
points)
• Configuration: the composition of the Alliance is in line with the project objectives,
bringing together as relevant the expertise and competences required in curriculum
design, qualification standards design , training delivery methodology and training
policy. The representativeness and expertise of the partners in the sector concerned
and at European level is convincingly demonstrated. The partners combine systemic
and sector-related information with a solid knowledge of skills needs and training
practices in their economic sector. The participation of European social partners
and/or national social partners in the countries covered by the Alliance with a clear
attribution of a role to develop the curriculum/a and ensure work-based learning is
highly relevant. The spread and representativeness of relevant partners over the
Programme Countries involved in the Alliance should be such that the Alliance has
high implementation capacity in the countries covered by the Alliance (e.g. through
the participation of a European sector organisation or European social partners). If the
proposal also involves bodies with regulatory function in VET it will be considered
highly relevant;
• Commitment: the distribution of responsibilities and tasks is clear, appropriate, and
demonstrates the commitment and active contribution of all participating
organisations in relation to their specific expertise and capacity;
• Tasks: the coordinator shows high quality management and coordination of
transnational networks and leadership in complex environment. Individual tasks are
allocated on the basis of the specific know-how of each partner;
• Collaboration/Team spirit: an effective mechanism is proposed to ensure a good
coordination, decision-making and communication between the participating
organisations, participants and any other relevant stakeholder.
Impact and
dissemination
(maximum 20
points)
• Exploitation: the proposal demonstrates how the outcomes of the Alliance will be used
by the partners and other stakeholders. It provides means to measure exploitation
within project lifetime and after;
• Dissemination: the proposal provides a clear plan for the dissemination of results, and
includes appropriate activities and their timing, tools and channels to ensure that the
results and benefits will be spread effectively to the stakeholders, policy makers,
guidance professionals, enterprises and young learners in compulsory education
concerning occupations with high labour market demand or new business creation
potential within and after the project’s lifetime; the proposal indicates which partners
will be responsible for dissemination and demonstrates the relevant experience that
they have in dissemination activities;
• Impact: the proposal shows societal and economic relevance and outreach. It includes
partners with a significant role in the sector concerned including in education and
training. It includes measures as well as targets and indicators to monitor progress and
assess the expected impact (short- and long-term); It includes bodies with regulatory
functions (in particular on Qualifications) that are actively involved to ensure the
recognition or certification of the training content the proposal. If a European
sectoral umbrella organisation representing either social partners or the sector
concerned is a full partner, the proposal is considered highly relevant.
• Open access: If relevant, the proposal describes how the materials, documents and
media produced will be made freely available and promoted through open licences
and does not contain disproportionate limitations;
• Sustainability: the proposal explains how the action plan for the roll-out at National
and regional levels will be developed. The proposal includes appropriate measures and
the identification of financial resources (European, national and private) to ensure that
the results and benefits achieved by the Alliance will have a long-term sustainability.
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9.3. Award criteria for Lot 3 - Sector Skills Alliances (Blueprint) for implementing
strategic approaches to sectoral cooperation on skills
Relevance of the
project
(maximum 25
points)
• Link to EU policy and initiatives: the proposal takes into account and contributes to
achieving the European objectives in the field of VET; takes into account and
contributes to give visibility to existing EU tools and initiatives for skills development;
draws on the work of a European Sector Skills Council where relevant;
• Education representation: the Alliance includes partners that adequately represent
education providers;
• Sector representation: the Alliance includes partners that adequately represent the sector
concerned;
• Digital and key-enabling technologies (KETs) skills: extent to which the proposal
integrates these skills in the training content for one, or several related, professional
profiles. Proposals including this aspect will be considered highly relevant;
• Green skills: extent to which the proposal integrates green skills in the training content
for one, or several related, professional profiles. Proposals including this aspect will be
considered highly relevant;
• Purpose: the proposal is relevant to the objectives of the action, themes and activities
described in section 2. The proposal contributes to building transnational networks and
cooperation tools between relevant stakeholders to adapt education to emerging needs
of the sector's industry;
• Consistency: the objectives are based on a sound needs analysis; they are clearly
defined, realistic and address issues relevant to the participating organisations and to the
action;
• Innovation: the proposal considers state-of-the-art methods and techniques, and leads to
innovative results and solutions;
• European added value: the proposal demonstrates clearly the added value generated
through its trans-nationality;
• Link to existing EU initiatives: the proposal takes into account and contributes to give
visibility to existing EU tools and initiatives for skills development.
Quality of the
project design
and
implementation
(maximum 30
points)
• Coherence: the overall project design ensures consistency between project objectives,
methodology, activities and budget proposed. The proposal presents a coherent and
comprehensive set of appropriate, concrete and practical activities to meet the identified
needs and lead to the expected results;
• Structure: the work programme is clear and intelligible, and covers all phases
(preparation, implementation, exploitation, monitoring, evaluation and dissemination);
• Methodology: the proposal is compliant and makes use of EU instruments and tools
related to skills and occupations such as the EQF43
, ECVET44,
EQAVET45
, Europass46
,
EURES47
, Drop 'Pin48
, ESCO49
, etc.. Whenever possible, the proposal takes into
consideration and capitalizes on previous relevant activities (e.g. Member States
initiatives, Knowledge Innovation Communities-KIC of the EIT50
, Sector Skills
Alliances51.
It uses the learning outcomes approach, ECVET (units of learning
outcomes) and quality assurance principles in line with EQAVET;
• Management: solid management arrangements are foreseen. Timelines, organisation,
tasks and responsibilities are well defined and realistic. The proposal allocates
appropriate resources to each activity;
• Budget: the budget provides for appropriate resources necessary for success, it is neither
overestimated nor underestimated;
43 http://eur-lex.europa.eu/legal-content/EN/ALL/?uri=CELEX%3A32008H0506(01) 44 http://eur-lex.europa.eu/legal-content/EN/TXT/?qid=1473612465372&uri=CELEX:32009H0708(02) 45 http://eur-lex.europa.eu/legal-content/EN/TXT/?qid=1473612641346&uri=CELEX:32009H0708(01) 46 http://eur-lex.europa.eu/legal-content/EN/TXT/?qid=1473612732264&uri=CELEX:32004D2241 47
https://ec.europa.eu/eures/public/homepage 48 https://ec.europa.eu/eures/droppin/en 49 https://ec.europa.eu/esco/portal/home 50 https://eit.europa.eu/activities/innovation-communities 51 http://ec.europa.eu/education/policy/vocational-policy/sector-skills_en.htm
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• The quality of arrangements for the recognition and validation of participants' learning
outcomes, in line with European transparency and recognition tools and principles;
• Financial and quality control: control measures (continuous quality evaluation, expert
peer reviews, benchmarking activities, etc.) and quality indicators ensure that the
project implementation is of high quality and cost-efficient. Challenges/risks of the
project are clearly identified and mitigating actions properly addressed. Expert review
processes are planned as an integral part of the project. The Alliance work programme
includes an independent external quality assessment at mid-term and at the end of the
project.
Quality of the
project team
and the
cooperation
arrangements
(maximum 25
points)
• Configuration: the composition of the Alliance is in line with the project objectives,
bringing together as relevant the expertise and competences required in skills
identification and anticipation, skills supply, curriculum design, qualification standards
design, training delivery methodology and training policy. The partners combine
systemic and sector-related information with a solid knowledge of skills needs and
training practices in their economic sector. The Alliance ensures adequate
representativeness of the whole sector: the representativeness and expertise of the
partners in the sector concerned and at European level is convincingly demonstrated.
The participation of European social partners and/or national social partners in the
countries covered by the Alliance is highly relevant. The geographical spread and
representativeness of relevant partners over the Programme Countries involved in the
Alliance should be such that the Alliance has high implementation capacity in the
countries covered (e.g. through the participation of a European sector organisation
and/or European social partners). If the proposal also involves bodies with regulatory
function in Education and training it will be considered highly relevant;
• Commitment: the distribution of responsibilities and tasks is clear, appropriate, and
demonstrates the commitment and active contribution of all participating organisations
in relation to their specific expertise and capacity;
• Tasks: the coordinator shows high quality management and coordination of
transnational networks and leadership in complex environment. Individual tasks are
allocated on the basis of the specific know-how of each partner;
• Collaboration/Team spirit: an effective mechanism is proposed to ensure a good
coordination, decision-making and communication between the participating
organisations, participants and any other relevant stakeholder.
Impact and
dissemination
(maximum 20
points)
• Exploitation: the proposal demonstrates how the outcomes of the Alliance will be rolled
out in the partner countries;
• Dissemination: the proposal provides a clear plan for the dissemination of results, and
includes appropriate activities and their timing, tools and channels to ensure that the
results and benefits will be spread effectively to the stakeholders, policy makers,
guidance professionals, enterprises and young learners in compulsory education
concerning occupations with high labour market demand or new business creation
potential within and after the project’s lifetime; the proposal indicates which partners
will be responsible for dissemination and demonstrates the relevant experience that they
have in dissemination activities;
• Impact: the proposal shows societal and economic relevance and outreach. It includes
partners with a significant role in the sector concerned including in education and
training. It includes measures as well as targets and indicators to monitor progress and
assess the expected impact (short- and long-term); It includes bodies with regulatory
functions (in particular on Qualifications) that are actively involved to ensure the
recognition or certification of the training content the proposal. If a European sectoral
umbrella organisation representing either social partners or the sector concerned is a
full partner, the proposal is considered highly relevant;
• Open access: If relevant, the proposal describes how the materials, documents and
media produced will be made freely available and promoted through open licences and
in linked open data format, and does not contain disproportionate limitations;
• Sustainability: the proposal explains how the action plan for the roll-out at National and
regional levels will be developed. The proposal includes appropriate measures and the
identification of financial resources (European, national and private) to ensure that the
results and benefits achieved by the Alliance will have a long-term sustainability
beyond the project lifetime.
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9.4. Minimum thresholds for award criteria
To be considered for funding, proposals must score at least 70 points. Furthermore, they must
score minimum 13 points for the categories "relevance of the project" and "quality of the
project team and cooperation arrangements"; 16 points for the category "quality of the project
design and implementation", and 11 points for the category "impact and dissemination".
10. LEGAL COMMITMENTS
In the event of a grant awarded by the Agency, a grant agreement drawn up in euro and
detailing the conditions and level of funding, will be sent to the beneficiary, as well as the
procedure in view to formalise the obligations of the parties.
Agreement:
the 2 copies of the original agreement must be signed first by the beneficiary on behalf
of the consortium and returned to the Agency immediately. The Agency will sign
them last.
Please note that the award of a grant does not establish an entitlement for subsequent years.
11. FINANCIAL PROVISIONS
11.1. General Principles
a) Non-cumulative award
Action grants:
An action may only receive one grant from the EU budget.
In no circumstances shall the same costs be financed twice by the Union budget. To
ensure this, applicants shall indicate in the application form the sources and amounts
of Union funding received or applied for the same action or part of the action or for its
functioning during the same financial year as well as any other funding received or
applied for the same action.
b) Non-retroactivity
No grant may be awarded retrospectively for actions already completed.
Action grants:
A grant may be awarded for an action which has already begun only where the
applicant can demonstrate the need to start the action before the grant agreement is
signed.
In such cases, costs eligible for financing may not have been incurred prior to the date
of submission of the grant application
c) Co-financing
Co-financing means that the resources which are necessary to carry out the action may
not be entirely provided by the EU grant.
Co-financing of the action may take the form of:
the beneficiary's own resources,
income generated by the action,
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financial contributions from third parties.
d) Balanced budget
The balanced budget of the action is to be attached to the application form.
The budget table must be drawn up in euros.
e) Implementation contracts/subcontracting
Where the implementation of the action requires the award of procurement contracts
(implementation contracts), the beneficiary must award the contract to the bid offering
best value for money or the lowest price (as appropriate), avoiding conflicts of
interests and retain the documentation for the event of an audit.
In the event of procurement exceeding € 60 000, the beneficiary must abide by special
rules as referred in the grant agreement annexed to the call. Moreover the beneficiary
is expected to clearly document the tendering procedure and retain the documentation
for the event of an audit.
Entities acting in their capacity of contracting authorities in the meaning of Directive
2014/24/EU52
or contracting entities in the meaning of Directive 2014/25/EU53
shall
abide by the applicable national public procurement rules.
Sub-contracting, i.e. the externalisation of specific tasks or activities which form part
of the action as described in the proposal and which cannot be performed by the
beneficiary itself must satisfy the conditions applicable to any implementation contract
(as specified above) and in addition to them the following conditions:
- it may only cover the implementation of a limited part of the action;
- it must be justified having regard to the nature of the action and what is necessary for
its implementation;
- it must be clearly stated in the proposal or prior written authorisation from the
Agency must be obtained.
f) Financial support to third parties
The applications may not envisage provision of financial support to third parties.
11.2. Funding forms
Financing exclusively in form of lump sums, unit costs and/or flat rate
The principles applying to lump sums, unit costs and /or flat-rate have been established by
way of COMMISSION DECISION C(2013)8550 of 04 December 2013 on "The use of lump
sums, the reimbursement on the basis of unit costs and the flat-rate financing under the
"Erasmus+" Programme"54.
The EU grant is based on the unit costs system. The "unit costs" system is a simplified form
52
Directive 2014/24/EU of the European Parliament and of the Council of 26 February 2014 on public procurement and
repealing Directive 2004/18/EC. 53 Directive 2014/25/EU (repealing 2004/17/EC) coordinating the procurement procedures of entities operating in the water,
energy, transport and postal services sectors: http://eur-lex.europa.eu/legal-content/EN/TXT/?uri=CELEX:32014L0025 54 http://ec.europa.eu/dgs/education_culture/more_info/awp/docs/c_2013_8550.pdf
-31-
of determining the amount of a grant. By its nature, such simplified forms of grants are
contributions to the main costs of a project which are not an exact reimbursement of the real
costs linked to specific activities in the project.
The levels of the unit costs have been established on the basis of the real costs of past
projects, ensuring that the final grant calculated with the unit costs system results in average
to the same level than the final grant calculated on a real costs basis.
As the unit cost system has to cover all costs linked to a project (travel and subsistence,
subcontracting, equipment, etc.), this has been taken into account in the simulations and for
determining the level of the unit costs.
In the case of the Sector Skills Alliances projects, the unit costs established are applied to the
staff component of a project. A grid of four staff categories and four country groups
establishes the unit cost to be applied to a working day of a person in the respective category.
The number of days and the profile of staff involved by country is the basis for the calculation
of the EU contribution.
The single unit cost is multiplied by the number of unit (days) invested in the project to result
in the maximum EU global contribution to the project, thus covering any activity directly
linked to the implementation of the project including: project management, project meetings,
intellectual outputs (such as curricula, pedagogical materials, open educational resources
(OER), IT tools, analyses, studies, etc.), dissemination, participation in events, conferences,
travel etc.
NOTE: The unit cost calculation for any activity and output is solely based on the staff input.
The staff eligible for the calculation is only based on "Number of days" related to permanent,
temporary, and interim staff employed by partner organisations and listed in the detailed
project description (Permanent staff with an employment contract with one of the partner
organisations, Temporary staff with an employment contract with one of the partner
organisations, Interim staff, recruited through a specialised external Agency, Personnel
working on the basis of a contract assimilated to employment by national legislation).
Maximum amount requested
The grant requested is calculated on the basis of the following calculation method:
𝐺𝑟𝑎𝑛𝑡 𝑟𝑒𝑞𝑢𝑒𝑠𝑡𝑒𝑑 = 𝑝𝑟𝑒𝑒𝑠𝑡𝑎𝑏𝑙𝑖𝑠ℎ𝑒𝑑 𝑎𝑚𝑜𝑢𝑛𝑡𝑠 ∗ 𝑛𝑢𝑚𝑏𝑒𝑟 𝑜𝑓 𝑢𝑛𝑖𝑡𝑠(𝑑𝑎𝑦𝑠) ∗
Preestablished amounts in euro per day
X
Number of eligible units (days)
The amounts depend on: a) professional
profile /employment contract of staff
involved in the project and b) the country of
the organisation implementing the activity.
(for the amounts please check the
following table of scale of Unit costs)
"Number of working days related to the implementation
of the project " In accordance with the chapter 11.2
Professional profile/employment Manager Teacher/ Technician Administrative
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contract of staff
involved in
the project
Country of
the organisation
implementing the activity
Trainer/
Researcher
Denmark, Ireland, Luxembourg,
Netherlands, Austria, Sweden,
Liechtenstein, Norway
353 289 228 189
Belgium, Germany, France, Italy,
Finland, United Kingdom, Iceland 336 257 194 157
Czech Republic, Greece, Spain, Cyprus, Malta, Portugal, Slovenia
197 164 122 93
Bulgaria, Estonia, Croatia, Latvia, Lithuania, Hungary, Poland, Romania, Slovakia, former Yugoslav Republic of Macedonia, Turkey
106 88 66 47
The amount requested must be based on the above calculation method taking into account the
maximum grant amount referred to in section 4, in accordance with the activities/deliverables
planned in the application.
The grant amount may not exceed the amount requested. Amounts are indicated in euros. Acceptance of an application by the Executive Agency does not constitute an undertaking to
award a grant equal to the amount requested by the beneficiary.
Calculation of the final grant amount
The final amount of the grant to be awarded to the beneficiary is established after completion
of the action, upon:
- approval of a payment request accompanied by a final report providing details of the
implementation and results of the action;
- verification of the implementation of the activities and/or of the production of the
deliverables planned in the application;
- submission of supporting evidences required by the grant agreement
The final amount of the grant will be determined solely on the basis of the final
implementation report and on the qualitative and quantitative evidence allowing the
verification of the compliance with the conditions defined in the description of the action.
In case of only partial fulfilment of those conditions, the final payment will be prorated for
the effective realization.
For the grant based entirely on unit costs, the final amount of the grant will be determined
after consideration of the final implementation report, if the final amount is less than the
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maximum EU global contribution expressed in terms of absolute value set in the agreement.
Otherwise, for example if the number of units produced or consumed is higher than estimated,
the final amount of the grant will be the maximum EU global contribution set out in the
agreement.
At the reporting stage, the coordinator shall report the number of working days per category
of staff for each of the beneficiaries, including affiliated entities if any, and shall ensure that
all the staff days are:
identifiable and directly linked to eligible activities and which can therefore be booked
to it directly and supported by official documents, with due regard for the conditions
set out above,
the staff category applicable to each person has to be one of the four categories listed
in the application form and related to the professional profile/employment contract of
the person (International Standard Classification of Occupations - ISCO),
related to activity actually realised by the beneficiaries and only the related actual
number of units, consumed or produced, can be claimed for the calculation of the
grant based on unit costs,
actually recorded in their accounts in accordance with the applicable accounting
principles, and respecting the requirements of the applicable tax and social legislation,
incurred by legal entities explicitly mentioned in the list of co-beneficiaries, and
affiliated entities if any,
in accordance with the article 11.2.
11.3. Payment arrangements
A pre-financing payment corresponding to 40 % of the grant amount will be transferred to the
beneficiary within 30 days either of the date when the last of the two parties signs the
agreement, provided all requested guarantees have been received.
A second pre-financing payment of 40 % of the grant amount will be made within 60 days of
receipt by the Agency of the progress report on the action’s implementation. The reporting
period will cover the first 12 months for 2-year projects, the first 18 months for 3-year
projects and the first 24 months for 4-year projects. Supplementary reports may be requested
from 4- year projects. This second pre-financing payment may not be made until at least 70%
of the previous pre-financing payment has been used up. Where the consumption of the
previous pre-financing is less than 70%, the amount of the new pre-financing payment shall
be reduced by the unused amounts of the previous pre-financing.
The Agency will establish the amount of the final payment to be made to the beneficiary on
the basis of the calculation of the final grant amount (see section 11.2 above). If the total of
earlier payments is higher than the final grant amount, the beneficiary will be required to
reimburse the amount paid in excess by the Commission through a recovery order.
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11.4. Pre-financing guarantee
In the event that the applicant's financial capacity is not satisfactory, a pre-financing guarantee
for up to the same amount as the pre-financing may be requested in order to limit the financial
risks linked to the pre-financing payment.
The financial guarantee, in euro, shall be provided by an approved bank or financial
institution established in one of the Member State of the European Union. When the
beneficiary is established in a third country, the authorising officer responsible may agree that
a bank or financial institution established in that third country may provide the guarantee if he
considers that the bank or financial institution offers equivalent security and characteristics as
those offered by a bank or financial institution established in a Member State. Amounts
blocked in bank accounts shall not be accepted as financial guarantees.
The guarantee may be replaced by a joint and several guarantee by a third party or by a joint
guarantee of the beneficiaries of an action who are parties to the same grant agreement.
The guarantee shall be released as the pre-financing is gradually cleared against interim
payments or payments of balances to the beneficiary, in accordance with the conditions laid
down in the grant agreement.
This requirement does not apply to:
public bodies and international organisations under public law established by inter-
governmental agreements, specialised agencies created by such organisations, the
International Committee of the Red Cross (ICRC) or the International Federation of
Red Cross and Red Crescent Societies.
12. PUBLICITY
12.1. By the beneficiaries
Beneficiaries must clearly acknowledge the European Union’s contribution in all publications
or in conjunction with activities for which the grant is used.
In this respect, beneficiaries are required to give prominence to the name and emblem of the
European Commission on all their publications, posters, programmes and other products
realised under the co-financed project.
To do this they must use the text, the emblem and the disclaimer available at
https://eacea.ec.europa.eu/about-eacea/visual-identity_en.
If this requirement is not fully complied with, the beneficiary’s grant may be reduced in
accordance with the provisions of the grant agreement or grant decision.
12.2. By the Agency and/or the Commission
With the exception of scholarships paid to natural persons and other direct support paid to
natural persons in most need, all information relating to grants awarded in the course of a
financial year shall be published on the Internet site of the European Union institutions no
later than the 30 June of the year following the financial year in which the grants were
awarded.
The Agency and/or the Commission will publish the following information:
name of the beneficiary,
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locality of the beneficiary: address of the beneficiary when the latter is a legal person,
region when the beneficiary is a natural person, as defined on NUTS 2 level55
if he/she
is domiciled within the EU or equivalent if domiciled outside EU,
the amount awarded,
nature and purpose of the grant.
Upon a reasoned and duly substantiated request by the beneficiary, the publication shall be
waived if such disclosure risks threatening the rights and freedoms of individuals concerned
as protected by the Charter of Fundamental Rights of the European Union or harm the
commercial interests of the beneficiaries.
13. DATA PROTECTION
All personal data (such as names, addresses, CVs, etc.) will be processed in accordance with
Regulation (EC) No 45/2001 of the European Parliament and of the Council of
18 December 2000 on the protection of individuals with regard to the processing of personal
data by the European Community institutions and bodies and on the free movement of such
data. 56
Unless marked as optional, the applicant's replies to the questions in the application form are
necessary to evaluate and further process the grant application in accordance with the
specifications of the call for proposals. Personal data will be processed solely for that purpose
by the department or Unit responsible for the Union grant programme concerned (entity
acting as data controller). Personal data may be transferred on a need to know basis to third
parties involved in the evaluation of applications or in the grant management procedure,
without prejudice of transfer to the bodies in charge of monitoring and inspection tasks in
accordance with European Union law. In particular, for the purposes of safeguarding the
financial interests of the Union, personal data may be transferred to internal audit services, to
the European Court of Auditors, to the Financial Irregularities Panel or to the European Anti-
Fraud Office and between authorising officers of the Commission and the executive agencies.
The applicant has the right of access to, and to rectify, the data concerning him or her. For any
question relating to these data, please contact the Controller. Applicants have the right of
recourse to the European Data Protection Supervisor at any time. A detailed Privacy
statement, including contact information, is available on EACEA's website:
http://eacea.ec.europa.eu/about/documents/calls_gen_conditions/eacea_grants_privacy_statem
ent.pdf
Applicants and, if they are legal entities, persons who are members of the administrative,
management or supervisory body of that applicant or who have powers of representation,
decision or control with regard to that applicant, or natural or legal persons that assume
unlimited liability for the debts of that applicant, are informed that, their personal data (name,
given name if natural person, address, legal form and name and given name of the persons
with powers of representation, decision-making or control, if legal person) may be registered
in the Early Detection and Exclusion System (EDES) by the Authorising Officer of the
Agency, should they be in one of the situations mentioned in the Regulation (EU, Euratom)
55
European Union Official Journal L39, of 10 February 2007. 56 Official Journal L 8, 12.1.2001.
-36-
No 966/2012 of the European Parliament and of the Council of 25 October 2012 on the
financial rules applicable to the general budget of the Union and repealing Council Regulation
(EC, Euratom) No 1605/2002 (OJ L 298 of 26.10.2012, p. 1) as amended by the Regulation
(EU, Euratom) 2015/1929 of the European Parliament and of the Council of 28 October 2015
(OJ L 286, 30.10.2015, p. 1).
14. PROCEDURE FOR THE SUBMISSION OF PROPOSALS
14.1. Publication
The call for proposals is being published in the Official Journal of the European Union and on
the Internet site of the EACEA Agency at the following address:
https://eacea.ec.europa.eu/erasmus-plus/funding/sector-skills-alliances-2017_en
14.2. Registration in the Participant Portal
Before submitting an electronic application, applicants and affiliated entities will have to
register their organisation in the Education, Audiovisual, Culture, Citizenship and
Volunteering Participant Portal and receive a Participant Identification Code (PIC). The PIC
will be requested in the application form.
The Participant Portal is the tool through which all legal and financial information related to
organisations will be managed. Information on how to register can be found in the portal
under the following address:
http://ec.europa.eu/education/participants/portal
The tool also allows applicants to upload different documents related to their organisation.
These documents have to be uploaded once and will not be requested again for subsequent
applications by the same organisation.
Details on the supporting document that need to be uploaded in the portal can be found on the
following link https://eacea.ec.europa.eu/erasmus-plus/funding/sector-skills-alliances-
2017_en
14.3. Submission of the grant application
Proposals must be submitted in accordance with the admissibility requirements set out under
section 5 and by the deadline set out under section 3.
No modifications to the application are allowed once the deadline for submission has elapsed.
However, if there is a need to clarify certain aspects or for the correction of clerical mistakes,
the Agency may contact the applicant for this purpose during the evaluation process.
Electronic submission
Applicants are requested to log in at https://eacea.ec.europa.eu/erasmus-plus/funding/sector-
skills-alliances-2017_en and follow the procedure for submitting an application.
14.4. Rules applicable
Regulation (EU, Euratom) N° 966/2012 of the European Parliament and of the Council of 25
October 2012 on the financial rules applicable to the general budget of the Union (OJ L 298,
26.10.2012, p.1) as amended by the Regulation (EU, Euratom) N°1929/2015 of the European
Parliament and of the Council of 28 October 2015 (OJ L 286, 30.10.2015, p. 1).
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Commission Delegated Regulation (EU) N° 1268/2012 of 29 October 2012 on the rules of
application of Regulation (EU, Euratom) N° 966/2012 of the European Parliament and of the
Council of 25 October 2012 on the financial rules applicable to the general budget of the
Union (OJ L 362, 31.12.2012, p.1).
Legal basis of the programme: http://ec.europa.eu/programmes/erasmus-
plus/documents/erasmus-plus-legal-base_en.pdf
14.5. Contacts
In case of questions, please contact:
Vytaute Ezerskiene (Project Manager)
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GLOSSARY
Basic skills: reading, mathematics, science & technology knowledge; these skills are included
in the key competences (see below).
Curriculum: inventory of activities related to the design, organisation and planning of an
education or training action, including definition of learning objectives, content, methods
(including assessment) and material, as well as arrangements for training teachers and
trainers.
Enterprise: any undertaking engaged in an economic activity regardless of its size, legal
form or of the economic sector in which it operates.
Key competences: communication in the mother tongue, communication in foreign
languages, competences in science, technology & mathematics (STEM competences), digital
competence, learning to learn, social and civic competences, sense of initiative and
entrepreneurship, cultural awareness and expression.
MOOC: Massive Open Online Course aimed at unlimited participation and open access via
the web. In addition to traditional course materials such as filmed lectures, readings, and
problem sets, many MOOCs provide interactive user forums to support community
interactions among students, professors, and teaching assistants.
Occupational profile: the set of skills, competences, knowledge and qualifications that is
usually relevant for a specific occupation.
Open access: the beneficiary must publish all educational materials produced with Erasmus+
funding free of charge and under an open license.
Open licence: a way by which the owner of a work grants permission to everyone to use
share and adapt the resource. A licence is associated to each resource. An open licence is not a
transfer of copyrights or Intellectual Property Rights (IPR) and the benefit.
Qualification: the formal outcome (certificate, diploma or title) of an assessment process
which is obtained when a competent body determines that an individual has achieved learning
outcomes to given standards and/or possesses the necessary competence to do a job in a
specific area of work. A qualification confers official recognition of the value of learning
outcomes in the labour market and in education and training.
Qualification standard: the norms and specifications regulating the award of a certificate or
diploma. They are directly related to occupation standards, education standards and
assessment standards.
Smart specialisation strategies: Smart specialisation is a strategic approach to economic
development through targeted support for research and innovation and was announced in the
'Innovation Union' flagship initiative of the Europe 2020 Strategy as the key action of
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Cohesion Policy in the field of innovation. The development of "research and innovation
strategies for smart specialisation" was proposed as a pre-condition for countries and regions
availing of the European Regional Development Fund (ERDF) and European Agricultural
Fund for Rural Development (EAFRD). The aim is to ensure more effective and efficient
innovation policy strategies at national and regional level to maximise the impact of EU
investment.
Social enterprise: an undertaking, regardless of its legal form, which is not listed on a
regulated market within the meaning of point (14) of Article 4(1) of Directive 2004/39/EC,
and which: 1) in accordance with its articles of association, statutes or any other statutory
document establishing the business, has as its primary objective the achievement of
measurable, positive social impacts rather than generating profit for its owners, members and
stakeholders, where the undertaking: a) provides innovative services or goods which generate
a social return and/or b) employs an innovative method of production of goods or services and
that method of production embodies its social objective; 2) reinvests its profits first and
foremost to achieve its primary objective and has in place predefined procedures and rules for
any circumstances in which profits are distributed to shareholders and owners, in order to
ensure that any distribution of profits does not undermine the primary objective; 3) is
managed in an entrepreneurial, accountable and transparent way, in particular by involving
workers, customers and/or stakeholders affected by its business activities.
Soft or transversal skills are the ability to think critically, to take initiative, to problem
solving and to work collaboratively; these skills are included in the key competences (see
below).
Spill-over effect: the effects of an activity that have spread further than was originally
intended. In economics it means any indirect effect of public expenditure.
VOOC: Vocational Open Online Course. An online course aimed at unlimited participation
and open access via the web. In addition to traditional course materials such as filmed
lectures, readings, and problem sets, VOOC´s may provide interactive user forums to support
community interactions among students, professors, and teaching assistants. It is a form of
Massive Open Online Course (MOOC), but focused on Vocational training tacking into
account the VET teaching and learning particularities.
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ANNEXES:
- Application form (Detailed project description and budget table)
- Instructions for the application package
- Grant agreement model
- Progress/final reporting template and Financial statement
- Guidance and request form for amendments